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EFG Asset Management (Americas)’s iShares US Basic Materials ETF IYM Stock Holding History

EFG Asset Management (Americas)’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-210
Closed -$17.1K – 140
2013
Q4 		$17.1K Buy
+210
New +$16.3K 0.02% 102

Other funds holding IYM

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

EFG Asset Management (Americas)'s IYM Position: Q1 2014 in Review

EFG Asset Management (Americas) sold out of iShares US Basic Materials ETF (IYM) in Q1 2014, closing a stake of 210 shares — an estimated $17.1K sold.

EFG Asset Management (Americas) first reported a position in IYM in Q4 2013 and held it in 1 quarter. The position peaked at $17.1K in Q4 2013. 98 funds tracked by Wall St. Rank hold IYM as of Q1 2014.

  • EFG Asset Management (Americas) reported no remaining iShares US Basic Materials ETF position as of Q1 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 210 iShares US Basic Materials ETF shares in Q1 2014, an estimated $17.1K.
  • EFG Asset Management (Americas) first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s iShares US Basic Materials ETF position peaked at $17.1K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2014, filed 13 May 2014.